Frequently Asked Questions

We specialize in bookkeeping for consultants, marketing agencies, coaches and client-focused businesses that rely on project billing, retainer agreements or hourly fees.

You’ll provide initial documents such as bank statements and expense records via our secure portal. We then configure your accounts structure and deliver the first set of reports within five business days.

Yes. We track all taxable fees and eligible expenses, prepare the required forms for the Canada Revenue Agency and supply detailed summaries to support timely filing.

We use industry-standard encryption, two-step verification and strict access controls. Only authorized team members can view or manage your confidential records.

Each month you’ll get statements summarizing expenses, client billings and account balances, along with a dashboard view of outstanding invoices and spending categories.

Our plans are based on transaction volume and the complexity of your workflow. Pricing is transparent and can be adjusted as your activity level changes.

Yes. We support QuickBooks Online, Xero and FreshBooks, enabling seamless data synchronization without manual entry.

After discussing your needs, we provide a proposal outlining tasks, timelines and deliverables. Once approved, we begin data setup and regular bookkeeping cycles.

To begin, visit tallyfocus.com and select the bookkeeping plan that aligns with your service business needs. Complete the onboarding form, and our team will contact you within one business day to gather your financial data and set up your dedicated bookkeeping support.

Absolutely. TallyFocus offers flexible service tiers. You can upgrade or modify your bookkeeping plan at any time through your client portal or by reaching out to our support team.

Yes. Each client is paired with a dedicated bookkeeper you can reach via email or scheduled calls. We emphasize transparent communication to keep your records accurate and current.

Our bookkeeping team consists of certified professionals with extensive experience supporting service industries such as consulting, education, and healthcare. They stay current with Canadian standards to keep your financial data organized and compliant.